Sugarloaf Wealth Management, LLC Closed Holding Positions

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Maxim Integrated Prods Inc
Q3 2021 Filed on Oct 20, 2021
305
N/A
RWX
Spdr Dow Jones International R

ETFs
Q3 2021 Filed on Oct 20, 2021
1,432
$35.5 - $38.45 $50.8K - $55.1K
Visa Inc
Q3 2021 Filed on Oct 20, 2021
1
N/A
Unity Software Inc
Q3 2021 Filed on Oct 20, 2021
3
N/A
Trupanion Inc
Q3 2021 Filed on Oct 20, 2021
1
N/A
Abiomed Inc
Q3 2021 Filed on Oct 20, 2021
1
N/A
Trupanion Inc
Q3 2021 Filed on Oct 20, 2021
1
N/A
Visa Inc
Q3 2021 Filed on Oct 20, 2021
1
N/A
Spdr Ser Tr
Q3 2021 Filed on Oct 20, 2021
3
N/A
DIDIY
Di Di Global Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
0
$7.2 - $16.4 $0 - $0
KC
Kingsoft Cloud Holdings LTD

Technology
Q2 2021 Filed on Jul 20, 2021
100
$33.14 - $48.74 $3.31K - $4.87K
Duff &Phelps Slt Engy And M
Q2 2021 Filed on Jul 20, 2021
100
N/A
XSVM
Invesco S&P Smallcap Value Wit

ETFs
Q2 2021 Filed on Jul 20, 2021
197
$46.86 - $55.21 $9.23K - $10.9K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2021 Filed on Jul 20, 2021
138,063
$72.9 - $77.14 $10.1M - $10.7M
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
Q2 2021 Filed on Jul 20, 2021
229
$37.9 - $51.88 $8.68K - $11.9K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q2 2021 Filed on Jul 20, 2021
59
$75.58 - $81.4 $4.46K - $4.8K
Unitedhealth Group Inc
Q2 2021 Filed on Jul 20, 2021
1
N/A
DRIO
Dario Health Corp.

Healthcare
Q2 2021 Filed on Jul 20, 2021
150
$13.9 - $22.58 $2.09K - $3.39K
FUBO
Fubo Tv Inc.

Communication Services
Q2 2021 Filed on Jul 20, 2021
75
$16.35 - $34.25 $1.23K - $2.57K
ATOM
Atomera Inc

Technology
Q2 2021 Filed on Jul 20, 2021
100
$13.53 - $27.93 $1.35K - $2.79K
AMWL
American Well Corp

Healthcare
Q2 2021 Filed on Jul 20, 2021
100
$10.05 - $18.73 $1.01K - $1.87K
FROG
J Frog LTD

Technology
Q2 2021 Filed on Jul 20, 2021
100
$34.42 - $52.57 $3.44K - $5.26K
BRG
Bluerock Residential Growth Reit, Inc.

Real Estate
Q2 2021 Filed on Jul 20, 2021
1,638
$8.89 - $10.42 $14.6K - $17.1K
Twilio Inc
Q2 2021 Filed on Jul 20, 2021
1
N/A
Draftkings Inc
Q2 2021 Filed on Jul 20, 2021
0
N/A
Datadog Inc
Q2 2021 Filed on Jul 20, 2021
0
N/A
Cameco Corp
Q2 2021 Filed on Jul 20, 2021
9,051
N/A
Baidu Inc
Q2 2021 Filed on Jul 20, 2021
1
N/A
Apple Inc
Q2 2021 Filed on Jul 20, 2021
66,171
N/A
Goldman Sachs Group Inc
Q2 2021 Filed on Jul 20, 2021
1,110
N/A
Apple Inc
Q2 2021 Filed on Jul 20, 2021
0
N/A
Abiomed Inc
Q2 2021 Filed on Jul 20, 2021
0
N/A
10 X Genomics Inc
Q2 2021 Filed on Jul 20, 2021
0
N/A
Cameco Corp
Q2 2021 Filed on Jul 20, 2021
0
N/A
Apple Inc
Q2 2021 Filed on Jul 20, 2021
56
N/A
Apple Inc
Q2 2021 Filed on Jul 20, 2021
15
N/A
Ishares Tr
Q2 2021 Filed on Jul 20, 2021
318
N/A
Ishares Tr
Q2 2021 Filed on Jul 20, 2021
949
N/A
Kraneshares Tr
Q2 2021 Filed on Jul 20, 2021
6
N/A
Spdr Ser Tr
Q2 2021 Filed on Jul 20, 2021
1
N/A
PDS
Precision Drilling Corp

Energy
Q2 2021 Filed on Jul 20, 2021
250
$22.95 - $42.17 $5.74K - $10.5K
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2021 Filed on Jul 20, 2021
358
$79.26 - $88.68 $28.4K - $31.7K
Sea LTD
Q2 2021 Filed on Jul 20, 2021
1
N/A
Star Peak Energy Transition
Q2 2021 Filed on Jul 20, 2021
100
N/A
SPWR
Sunpower Corp

Technology
Q2 2021 Filed on Jul 20, 2021
0
$20.91 - $33.24 $0 - $0
Rh
Q2 2021 Filed on Jul 20, 2021
1
N/A
Pfizer Inc
Q2 2021 Filed on Jul 20, 2021
5
N/A
TPIC
Tpi Composites, Inc

Industrials
Q2 2021 Filed on Jul 20, 2021
0
$41.36 - $59.47 $0 - $0
Nv5 Global Inc
Q2 2021 Filed on Jul 20, 2021
1
N/A
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email